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Administrator Guide
Last Updated: 2023-06-23
Create Milestone Templates

Create Milestone Templates

Create sourcing projects and configure
Project Types
.
You can create
Milestone Templates
 to enable you to configure
Milestones
 for any
Project Type
 on Pipeline dashboard.
  1. Access
    Settings > Customize Projects
    .
  2. Select a
    Project Type
    .
  3. On the
    Milestone Template
     section, enter a
    Milestone Name
     and click
    Add
    .
  4. To use
    Milestone Template
    s, access your
    Pipeline
     dashboard and click the
    Quick-Add
     button.
  5. Select
    Project Type
    .
  6. On the
    Project Milestones
     section, complete the grid.
You can use the template for all future milestones in the
Project Type
.